Engagement Types

Engagement types define how your agent communicates with constituents over time. Each type represents a different goal in the relationship, such as building trust, encouraging participation, or making a financial ask.

After the automatic introduction message (which is always sent and cannot be disabled), the agent uses the engagement types you enable — along with each constituent’s details — to determine the most appropriate next step.

Your selections guide how the agent communicates with each constituent and shape the messages it creates and sends.

  1. For each engagement type:

    • Select Send messages to allow the agent to use that type when communicating by email.

    • If SMS is enabled, select Allow SMS to also allow messages for that engagement type to be sent as text messages.

    • Cultivation - Build relationships and trust with prospects before asking for support. These messages introduce your mission, share updates, and establish a connection before any request for support is made.

    • Engagement - Invite constituents to get involved beyond giving, such as attending events, joining programs, or participating in other opportunities aligned with their interests.

    • Information Update - Inform constituents about new information for your organization.

    • Solicitation - Encourage constituents to give in support of your mission. Solicitation is never the first communication an agent sends.

      The agent does not follow a fixed timeline or set number of messages before making an ask. Instead, it guides relationships over time — moving from early cultivation and engagement toward solicitation only when appropriate.

      Before making a solicitation, the agent considers available information from the constituent’s record, such as interactions, engagement history, and other signals. This helps ensure requests feel timely, relevant, and respectful rather than automatic or premature.

      In Donation form, provide the complete URL to your donation form.

      Note: Links that exceed the 160‑character limit for SMS are sent by email only.

      Donation form field for Solicitation message type

    • Stewardship - Thank and recognize donors after they give. These messages show appreciation, reinforce impact, and help donors feel valued and connected to your organization.

  2. Select Save.